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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 190 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

190 advisors

Unlock all 190
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jack A. AblinWest Palm Beach, FLCresset Asset Management, LLCAdviser onlyCFAAtlas2018
2Brooks M. AllenMinnetonka, MNCresset Asset Management, LLCAdviser only–Atlas2024
3Savannah AndersenAtlanta, GACresset Asset Management, LLCAdviser onlyCFPAtlas2019
4Michael S. AndersonChicago, ILCresset Asset Management, LLCAdviser only–Atlas2025
5Katherine S. ArcherDallas, TXCresset Asset Management, LLCAdviser only–Atlas2024
6David R. AriziniMenlo Park, CACresset Asset Management, LLCAdviser only–Atlas2000
7Jill B. AsraelAtlanta, GACresset Asset Management, LLCAdviser only–Atlas2015
8Serina AwadallaChicago, ILCresset Asset Management, LLCAdviser onlyCFPAtlas2019
9Mark A. BendinelliAtlanta, GACresset Asset Management, LLCAdviser onlyCFAAtlas2015
10Kevin S. Benesh IIChicago, ILCresset Asset Management, LLCAdviser onlyCFAAtlas2024

180 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.